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Aggressive = Equity Funds 70% | Balanced Fund 30%

Model Portfolio Return

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Category: Equity: Large and Mid Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 37.75 137,347
3 Year Return 14.56 148,354
5 Year Return 14.96 199,780
10 Year Return 15.38 419,606
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HDFC Mid-Cap Opportunities Fund - Growth Plan

Category: Equity: Mid Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 57.41 157,420
3 Year Return 30.31 219,294
5 Year Return 24.01 293,564
10 Year Return 21.13 678,600
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Nippon India Small Cap Fund - Growth Plan - Growth Option

Category: Equity: Small Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 61.28 160,959
3 Year Return 36.42 251,771
5 Year Return 30.65 380,186
10 Year Return 27.07 1,090,362
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ICICI Prudential Equity & Debt Fund - Growth

Category: Hybrid: Aggressive
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 41.91 141,667
3 Year Return 26.96 203,153
5 Year Return 20.73 255,480
10 Year Return 17.76 512,787
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Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%

Model Portfolio Return

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Category: Equity: Large and Mid Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 37.75 137,347
3 Year Return 14.56 148,354
5 Year Return 14.96 199,780
10 Year Return 15.38 419,606
Invest Now Fund Details

DSP Equity Opportunities Fund-Regular Plan - Growth

Category: Equity: Large and Mid Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 47.18 146,774
3 Year Return 22.06 179,383
5 Year Return 19.27 238,907
10 Year Return 17.71 511,319
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Nippon India Large Cap Fund- Growth Plan -Growth Option

Category: Equity: Large Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 45.02 144,379
3 Year Return 26.82 201,912
5 Year Return 17.94 225,845
10 Year Return 17.13 486,664
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SBI Blue Chip Fund-Regular Plan Growth

Category: Equity: Large Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 27.07 126,781
3 Year Return 16.96 158,640
5 Year Return 15.65 205,287
10 Year Return 15.34 416,858
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SBI Equity Hybrid Fund - Regular Plan -Growth

Category: Hybrid: Aggressive
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 26.65 126,479
3 Year Return 14.71 149,947
5 Year Return 13.91 191,168
10 Year Return 14.23 377,517
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Moderate = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%

Model Portfolio Return

Aditya Birla Sun Life Frontline Equity Fund-Growth

Category: Equity: Large Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 34.14 133,704
3 Year Return 18.79 166,114
5 Year Return 15.47 203,656
10 Year Return 14.56 390,282
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SBI Blue Chip Fund-Regular Plan Growth

Category: Equity: Large Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 27.07 126,781
3 Year Return 16.96 158,640
5 Year Return 15.65 205,287
10 Year Return 15.34 416,858
Invest Now Fund Details

ICICI Prudential Equity & Debt Fund - Growth

Category: Hybrid: Aggressive
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 41.91 141,667
3 Year Return 26.96 203,153
5 Year Return 20.73 255,480
10 Year Return 17.76 512,787
Invest Now Fund Details

Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%

Model Portfolio Return

ICICI Prudential Equity & Debt Fund - Growth

Category: Hybrid: Aggressive
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 41.91 141,667
3 Year Return 26.96 203,153
5 Year Return 20.73 255,480
10 Year Return 17.76 512,787
Invest Now Fund Details

SBI Equity Hybrid Fund - Regular Plan -Growth

Category: Hybrid: Aggressive
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 26.65 126,479
3 Year Return 14.71 149,947
5 Year Return 13.91 191,168
10 Year Return 14.23 377,517
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Tata Hybrid Equity Fund- Regular Plan - Growth Option

Category: Hybrid: Aggressive
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 24.66 124,394
3 Year Return 16.65 157,064
5 Year Return 13.51 187,283
10 Year Return 13.38 350,924
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HDFC Equity Savings Fund - GROWTH PLAN

Category: Hybrid: Equity Savings
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 18.68 118,485
3 Year Return 12.44 141,761
5 Year Return 10.53 164,162
10 Year Return 9.94 257,921
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Conservative = Income Funds 50% | Hybrid Debt Funds (MIP) 30% | Equity Savings Fund 20%

Model Portfolio Return

ICICI Prudential All Seasons Bond Fund - Growth

Category: Debt: Dynamic Bond
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 6.85 106,835
3 Year Return 5.8 118,264
5 Year Return 7.57 143,930
10 Year Return 8.84 232,729
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UTI Dynamic Bond Fund - Regular Plan - Growth Option

Category: Debt: Dynamic Bond
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 6.14 106,104
3 Year Return 9.86 132,444
5 Year Return 6.31 135,609
10 Year Return 7.23 200,821
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Axis Strategic Bond Fund - Regular Plan - Growth Option

Category: Debt: Medium Duration
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 6.89 106,879
3 Year Return 5.84 118,406
5 Year Return 6.75 138,481
10 Year Return 7.99 215,457
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Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

Category: Hybrid: Conservative
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 11.2 111,119
3 Year Return 8.78 128,238
5 Year Return 8.8 152,187
10 Year Return 9.78 254,252
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ICICI Prudential Regular Savings Fund - Plan - Growth

Category: Hybrid: Conservative
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 14.69 114,629
3 Year Return 9.73 131,764
5 Year Return 9.63 158,352
10 Year Return 10.44 269,803
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HDFC Equity Savings Fund - GROWTH PLAN

Category: Hybrid: Equity Savings
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 18.68 118,485
3 Year Return 12.44 141,761
5 Year Return 10.53 164,162
10 Year Return 9.94 257,921
Invest Now Fund Details